Tortoise Investment Management, LLC
CIK
1599511
City
WHITE PLAINS
State / Country
NY
Top Portfolio Positions
75 positions ·
$1,009,431,132 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
1,344,387 | $874,308,641 | 86.61% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
1,401,152 | $31,806,150 | 3.15% | |
| AXSM |
Axsome Therapeutics, Inc.
Healthcare
|
81,879 | $13,839,188 | 1.37% | |
| AAPL |
Apple Inc.
Technology
|
50,826 | $12,899,130 | 1.28% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
17,683 | $8,473,693 | 0.84% | |
| NUW |
Nuveen AMT-Free Municipal Value Fund
Financial Services
|
525,107 | $7,524,783 | 0.75% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
29,668 | $5,881,384 | 0.58% | |
| NIM |
Nuveen Select Maturities Municipal Fund
Financial Services
|
571,194 | $5,397,783 | 0.53% | |
| NNY |
Nuveen New York Municipal Value Fund
Financial Services
|
549,648 | $4,589,560 | 0.45% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
9,367 | $4,338,700 | 0.43% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTT
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,806,150 | 1,401,152 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $31,061,146 | 1,361,137 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $27,459,618 | 1,222,601 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,037,848 | 1,189,486 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,063,125 | 1,086,346 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $16,447,333 | 798,802 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $13,368,229 | 618,327 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $8,270,053 | 398,173 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $680,827 | 32,328 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 | $672,422 | 32,328 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 | $227,097 | 11,700 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $149,616 | 7,200 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $156,384 | 7,200 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $121,353 | 5,700 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $116,964 | 5,700 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $126,255 | 5,700 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $134,691 | 5,700 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $147,801 | 5,700 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $145,464 | 5,700 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $149,511 | 5,700 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $144,837 | 5,700 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $146,376 | 5,700 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $142,443 | 5,700 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $202,554 | 8,525 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $193,347 | 8,525 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||